The Machinery of Modern Warfare
Governments do not buy submarines the way you or I buy a kettle. They sign contracts that span decades. Companies like Lockheed Martin and Northrop Grumman do not just build stealth bombers. They build the ossified architecture of national security. When geopolitical tensions flare, these firms are typically the first port of call.
Raytheon Technologies occupies a similarly critical space. They build the complex systems that knock incoming threats out of the sky. In a world feeling increasingly brittle, that is a highly valuable service.
These are not speculative startups hoping for a lucky break.
They are entrenched industrial giants. However, you must remember that even giants stumble. If diplomatic resolutions occur overnight, the premium on these defence stocks could evaporate entirely.